DFW Single Family Office, Investment Analyst

Established, Dallas-based single-family office with a diversified portfolio seeks a bright, experienced analyst to join this high-performing investment team and contribute to sustainable long-term growth.

Responsibilities

The successful candidate will lead analysis, monitoring, and reporting on the existing portfolio and potential investment opportunities. Key responsibilities include:

• Preparing investment memoranda and presentations for the investment team.

• Coordinating with legal counsel and external stakeholders.

• Supporting due diligence and financial modeling for prospective deals.

• Collaborating closely within a small investment team to drive strategic initiatives.

Required

• Bachelor’s degree in finance, accounting, or related field required, preferably from a top tier program with strong academic credentials.

• CPA, CFA, or other advanced certifications are a plus.

• Approximately 3-5+ years of relevant professional experience in investment banking (bulge bracket or middle market), strategy consulting, Big 4 advisory, endowment/pension investing, private equity, or another family office.

• Will have experience with M&A, Private Equity and/or Venture Capital.

Skills

• Advanced Excel proficiency with strong command of financial statements and efficient construction of three-statement models.

• Expertise in creating clear, compelling PowerPoint presentations for diverse audiences.

• Solid technical foundation in financial analysis, valuation, transaction structuring, and due diligence.

• Hands-on experience supporting full lifecycle transactions, including M&A, buyouts, capital raises, and related analyses.

• Ability to develop strategic insights, recommend actions, and contribute to long-term financial performance across portfolio companies and new investments.

• Demonstrated ability to navigate ambiguity, adapt to evolving priorities, and operate effectively with limited structure.

• Proven judgment and professionalism in handling highly sensitive and confidential information with discretion and tact.

• Highly motivated self-starter with strong work ethic and interest in building a long-term buy-side career.

• Flexible, resourceful, and comfortable operating both independently and under direction as needed.

• Possesses a strong intellectual curiosity about investing and a commitment to learning.

• Must be dynamic, a self-starter

Compensation DOE + Generous benefits package

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Investment Analyst, Single Family Office